CITY OF HOPE MEDICAL FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CITY OF HOPE MEDICAL FOUNDATION (EIN 27-4803222)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-08-13
IRS object ID
202602259349301955
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-13T08:17:27+00:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118101 VON KARMAN AVENUEAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274803222EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPE MEDICAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCITYBusinessNameControlTxt
Phone6262564673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYVETTE TREMONTIPersonNm
Person TitleTREASURER & CFOPersonTitleTxt
Phone6262564673PhoneNum
Signature2026-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARA ADAMSPreparerPersonNm
PTINP00023315PTIN
Phone9497942300PhoneNum
Preparation2026-07-25PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1VINCE JENSENBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$812,546,410GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressCITYOFHOPE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL CARE FOR PEOPLE WITH CANCER, DIABETES AND OTHER LIFE-THREATENING DISEASES AS PART OF A COORDINATED HEALTHCARE DELIVERY SYSTEM OPERATED BY CITY OF HOPE.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee815TotalEmployeeCnt
Total Volunteers56TotalVolunteersCnt
Total Gross UBI$163,979TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$30,130NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,000,000PYContributionsGrantsAmt
CY Contributions Grants$8,031,912CYContributionsGrantsAmt
PY Program Service Revenue$780,862,977PYProgramServiceRevenueAmt
CY Program Service Revenue$803,789,571CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$467,460PYOtherRevenueAmt
CY Other Revenue$724,927CYOtherRevenueAmt
PY Total Revenue$789,330,437PYTotalRevenueAmt
CY Total Revenue$812,546,410CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$89,976,259PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$95,709,448CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$683,910,462PYOtherExpensesAmt
CY Other Expenses$721,331,073CYOtherExpensesAmt
PY Total Expenses$773,886,721PYTotalExpensesAmt
CY Total Expenses$817,040,521CYTotalExpensesAmt
PY Revenues Less Expenses$15,443,716PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,494,111CYRevenuesLessExpensesAmt
Total Assets BOY$860,803,156TotalAssetsBOYAmt
Total Assets EOY$956,356,452TotalAssetsEOYAmt
Total Liabilities BOY$535,708,523TotalLiabilitiesBOYAmt
Total Liabilities EOY$635,755,930TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$325,094,633NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$320,600,522NetAssetsOrFundBalancesEOYAmt
MissionESTABLISH, ACQUIRE, OPERATE AND MAINTAIN OUTPATIENT CLINICS AND OTHER HEALTH CARE FACILITIES AND OPERATIONS FOR TREATING THOSE SUFFERING FROM CANCER AND OTHER LIFE-THREATENING DISEASES. PLEASE SEE SCHEDULE O FOR A CONTINUATION OF OUR MISSION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$644,369,378ExpenseAmt
Grant$0GrantAmt
Revenue$803,789,571RevenueAmt
DescAS PART OF A COORDINATED HEALTH CARE DELIVERY SYSTEM IN SOUTHERN CALIFORNIA, MEDICAL FOUNDATION OPERATES IN OVER 25 LOCATIONS IN FIVE COUNTIES, AND PROVIDES OR ARRANGES FOR THE PROVISION OF MEDICAL CARE AND TREATMENT OF PERSONS SUFFERING FROM CANCER AND OTHER LIFE-THREATENING DISEASES. AS PART OF CITY OF HOPE'S MISSION OF CREATING GREATER INTEGRATION AND COORDINATION OF PATIENT CARE, RESEARCH AND EDUCATION SERVICES, MEDICAL FOUNDATION ALSO PROVIDES OR ARRANGES FOR THE PROVISION OF CERTAIN PATIENT CARE AND ON-CALL COVERAGE SERVICES, RESEARCH, TEACHING AND ADMINISTRATIVE SERVICES TO MEDICAL CENTER. THROUGH THESE CLINICS AND VARIOUS AGREEMENTS, MEDICAL CENTER IS ABLE TO ENSURE THAT PATIENT CARE, AS WELL AS ACCOMPANYING CLINICAL RESEARCH AND COMMUNITY EDUCATION, IS PROVIDED SEAMLESSLY THROUGH A FULLY INTEGRATED NETWORK OF PROVIDERS. MEDICAL FOUNDATION AND MEDICAL CENTER AIM TO CONTINUE TO BROADEN THE AVAILABILITY OF HEALTH CARE AND CLINICAL RESEARCH SERVICES FOR VULNERABLE POPULATIONS INCLUDING MEDICARE AND MEDI-CAL BENEFICIARIES AND CHARITY CARE PATIENTS. CITY OF HOPE MAKES A RANGE OF SERVICES AVAILABLE TO BENEFICIARIES OF THESE PROGRAMS ON A NON-DISCRIMINATORY BASIS WITHIN ITS INPATIENT AND OUTPATIENT FACILITIES, INCLUDING MEDICAL CENTER AND MEDICAL FOUNDATION, AND MAKES SIGNIFICANT INVESTMENTS IN COMMUNITY BENEFIT ACTIVITIES. MEDICAL FOUNDATION PARTICIPATES IN THESE ACTIVITIES CONSISTENT WITH ITS CHARITABLE PURPOSES. MEDICAL FOUNDATION PLAYS AN INTEGRAL ROLE IN ENSURING THE COORDINATION AND AVAILABILITY OF RESEARCH TO BENEFIT PATIENT CARE. THROUGH MEDICAL FOUNDATION, ACCESS TO CLINICAL TRIALS AND DRUG STUDIES ARE MADE AVAILABLE TO A WIDER BASE OF PATIENTS WHO WISH TO REMAIN IN THE COMMUNITY TO RECEIVE THEIR SPECIALIZED CARE. MEDICAL CENTER OFFERS ACCREDITED TRAINING PROGRAMS AND SERVICES THAT SERVE STUDENTS, POSTDOCTORAL TRAINEES, PHYSICIANS, NURSES AND OTHER HEALTH-CARE PROFESSIONALS. MEDICAL FOUNDATION SUPPORTS THESE PROGRAMS BY PROVIDING PROFESSIONAL PROVIDERS WHO SERVE AS SUPERVISORS AND MENTORS FOR PARTICIPANTS IN SUCH TRAINING AND THROUGH THE VARIOUS RESEARCH, TEACHING, AND ADMINISTRATIVE SERVICES PROVIDED BY THE FOUNDATION. MEDICAL FOUNDATION ALSO ASSISTS IN COMMUNITY EDUCATION AND DISEASE PREVENTION PROGRAMS.Desc
Total Program Service Expenses$644,369,378TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document35IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee815EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YVETTE TREMONTIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6262564673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MORGAN CHU ESQ
DIRECTOR & CHAIR OF THE BOARD3.012.0Yes (X)Yes (X)$0$0$0
VINCENT D JENSEN
DIRECTOR/COHMF CHIEF EXECUTIVE30.030.0Yes (X)Yes (X)$592,657$592,658$108,635
EDWARD S KIM
DIRECTOR, SYSTEM CLIN TRIALS2.060.0Yes (X)$0$1,624,859$111,694
MARY CIANFROCCA DO
DIRECTOR2.00Yes (X)$0$0$0
NISHAN TCHEKMEDYIAN MD
DIRECTOR2.00Yes (X)$0$0$0
RANDY TAPLITZ MD
DIRECTOR2.00Yes (X)$0$0$0
RAVI SALGIA MD PHD
DIRECTOR2.00Yes (X)$0$0$0
VIJAY TRISAL MD
SYSTEM CHIEF CLINICAL OFFICER2.058.0Yes (X)$41,527$1,216,878$131,514
CRISTIN OCALLAHAN
SECRETARY/GENERAL COUNSEL10.050.0Yes (X)$216,808$1,138,243$250,963
DONALD J MATTHEWSON
ASSISTANT TREASURER/VP, TREASURY & FINANCIAL STRATEGY12.048.0Yes (X)$123,785$495,140$40,195
JO ANN ESCASA-HAIGH
ASSISTANT TREASURER/CHIEF BUSINESS OFFICER12.048.0Yes (X)$398,030$1,592,119$257,551
YVETTE TREMONTI
TREASURER/CHIEF FINANCIAL OFFICER10.050.0Yes (X)$138,263$725,881$88,040
DEBRA F FIELDS
EXEC VP & CHIEF TRANSFORMATION OFC12.048.0$386,638$1,546,554$295,329Yes (X)
KEVIN MANEMANN
EVP & CHIEF INTEGRATION OFFCR15.045.0$447,510$1,342,529$227,089Yes (X)
ROBERT W STONE
PRESIDENT & CEO4.056.0$407,739$5,677,911$1,030,210Yes (X)
SIMON NAZARIAN
CHIEF DIGITAL OFFICER12.048.0$179,376$717,504$38,928Yes (X)
ANNETTE M WALKER
PRESIDENT OF COH OC CANCER CTR6.054.0$187,425$1,686,828$275,724Yes (X)
HARLAN ALCON LEVINE
PRES, HLTH INNOVATION & POLICY11.049.0$403,547$1,801,628$291,670Yes (X)
KRISTIN BERTELL
CHIEF PHILANTHROPY OFFICER2.058.0$45,571$1,335,377$240,476Yes (X)
LLOYD SILBERSTEIN
SVP, CHF CONST & PLANNING15.045.0$353,419$1,060,257$98,080Yes (X)
MARCELLUS R VAN DEN BRINK MD PHD
COHNMC PRESIDENT & CHF PHYS EXEC4.056.0$154,002$2,046,030$369,982Yes (X)
JENNIFER PARKHURST
FORMER OFFICER0.00.0$242,399$969,596$38,026Yes (X)
MARK HULSE
FORMER CHIEF DIGITAL OFFICER0.00.0$59,542$238,166$15,439Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,378,238TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$25,808,158TotReportableCompRltdOrgAmt
Total Other Compensation$3,909,545TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K156IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CITY OF HOPE MEDICAL GROUP INC
1500 EAST DUARTE ROADDUARTECA91010PROFESSIONAL SERVICES$348,615,860
PACIFIC CONSTRUCTION GROUP
17895 SKY PARK CIRCLE UNIT KIRVINECA92614CONSTRUCTION SERVICES$736,444
VARIAN MEDICAL SYSTEMS INC
70140 NETWORK PLACECHICAGOIL60673MEDICAL TECHNOLOGY$659,500
LEANTAAS INC
DEPT LA 24741PASADENACA91185MANAGEMENT SERVICES$619,617
ENVIRONMENT CONTROL PUENTE HILLS INC
570 W LAMBERT RD SUITE ABREACA92821COMMERCIAL CLEANING$521,694
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K20CntrctRcvdGreaterThan100KCnt
Related Organizations$8,031,912RelatedOrganizationsAmt
Total Contributions$8,031,912TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT REVENUE621110$560,393,935$560,393,935
RESEARCH, TEACHING, & ADMINISTRATIVE541700$175,484,141$175,484,141
PHARMACY REVENUE900099$61,557,893$61,557,893
OTHER EXEMPT FUNCTION REVENUE621110$6,353,602$6,353,602

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$803,789,571TotalProgramServiceRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$12,000RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$12,000RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,000TotalRevenueColumnAmt
Exclusion$12,000ExclusionAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
NON-INVESTMENT INTEREST INCOME900099$398,565$398,565
OUTREACH LAB621110$163,979$163,979
OTHER MISC. REVENUE900099$150,383$150,383

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$712,927OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$812,546,410TotalRevenueColumnAmt
Related Or Exempt Func Income$803,789,571RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$163,979UnrelatedBusinessRevenueAmt
Exclusion$560,948ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,461,969TotalAmt
Program Services$1,759,417ProgramServicesAmt
Management And General$1,702,552ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$71,075,885TotalAmt
Program Services$36,121,672ProgramServicesAmt
Management And General$34,954,213ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,287,036TotalAmt
Program Services$1,162,301ProgramServicesAmt
Management And General$1,124,735ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$9,509,755TotalAmt
Program Services$4,832,979ProgramServicesAmt
Management And General$4,676,776ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,374,803TotalAmt
Program Services$4,764,394ProgramServicesAmt
Management And General$4,610,409ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$367,115TotalAmt
Management And General$367,115ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$81,976TotalAmt
Management And General$81,976ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$427,541,152TotalAmt
Program Services$323,566,613ProgramServicesAmt
Management And General$103,974,539ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$458,112TotalAmt
Program Services$287,091ProgramServicesAmt
Management And General$171,021ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,339,907TotalAmt
Program Services$3,381,726ProgramServicesAmt
Management And General$958,181ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,810,178TotalAmt
Program Services$4,352,456ProgramServicesAmt
Management And General$1,457,722ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,292,770TotalAmt
Program Services$2,656,850ProgramServicesAmt
Management And General$6,635,920ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$501,006TotalAmt
Program Services$143,240ProgramServicesAmt
Management And General$357,766ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$73,890TotalAmt
Program Services$21,685ProgramServicesAmt
Management And General$52,205ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,627TotalAmt
Management And General$1,627ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,845,849TotalAmt
Program Services$6,209,949ProgramServicesAmt
Management And General$4,635,900ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,004,262TotalAmt
Program Services$573,029ProgramServicesAmt
Management And General$1,431,233ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PHARMACEUTICALS$250,434,924$249,682,799$752,125
LAB/MEDICAL SUPPLIES & EQUIPMENT$3,023,524$2,975,843$47,681
REPAIRS & MAINTENANCE$2,180,844$626,248$1,554,596
LEGAL SETTLEMENT$1,456,062$416,296$1,039,766

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,917,875TotalAmt
Program Services$834,790ProgramServicesAmt
Management And General$2,083,085ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$817,040,521TotalAmt
Program Services$644,369,378ProgramServicesAmt
Management And General$172,671,143ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$35,429,981BOYAmt
EOY$32,680,087EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$46,916,828BOYAmt
EOY$27,583,490EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,832,877BOYAmt
EOY$6,015,604EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$651,808BOYAmt
EOY$516,499EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$85,954,245LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$50,743,922LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$45,497,740BOYAmt
EOY$35,210,323EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$17,258,065BOYAmt
EOY$13,439,210EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$32,479,626BOYAmt
EOY$27,726,510EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$677,736,231BOYAmt
EOY$813,184,729EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$860,803,156BOYAmt
EOY$956,356,452EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$66,745,404BOYAmt
EOY$79,330,180EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,425BOYAmt
EOY$7,425EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$468,955,694BOYAmt
EOY$556,418,325EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$535,708,523BOYAmt
EOY$635,755,930EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$325,094,633BOYAmt
EOY$320,600,522EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$325,094,633BOYAmt
EOY$320,600,522EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$860,803,156BOYAmt
EOY$956,356,452EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$4,494,111ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,011,795OtherCostOrOtherBasisAmt
Book Value$11,011,795BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,893,453OtherCostOrOtherBasisAmt
Depreciation$1,366,475DepreciationAmt
Book Value$8,526,978BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,847,554OtherCostOrOtherBasisAmt
Depreciation$24,413,489DepreciationAmt
Book Value$7,434,065BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,158,285OtherCostOrOtherBasisAmt
Depreciation$24,963,958DepreciationAmt
Book Value$5,194,327BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,043,158OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$3,043,158BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$35,210,323TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
DUE FROM AFFILIATES$794,995,543
RIGHT-OF-USE OP. LEASE ASSETS$10,483,248
WORKERS COMPENSATION RECEIVABLE$4,076,229
OTHER ASSETS$3,560,685
RIGHT-OF-USE FINANCE LEASE$69,024
FieldValueIRS element (for citing)
Total Book Value Other Assets$813,184,729TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
FEDERAL INCOME TAXES
DUE TO AFFILIATES$537,878,562
RIGHT-OF-USE OP. LEASE LIABILITIES$13,614,038
SELF-INSURANCE LIABILITIES$4,925,725
FieldValueIRS element (for citing)
Total Liability$556,418,325TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTEFormAndLineReferenceDesc
ExplanationTHE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2025 (WHICH INCLUDES CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER (THE "CENTER"), CITY OF HOPE MEDICAL FOUNDATION (THE "FOUNDATION"), AND BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (THE "INSTITUTE") (COLLECTIVELY, THE "OBLIGATED GROUP"); THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES ("TGEN"); SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC ("SCRO"); ACCESSHOPE, LLC ("AH"); STEPHENSON GLOBAL PANCREATIC CANCER RESEARCH INSTITUTE, LLC; COH PROPERTY HOLDINGS OC, LLC; COH PROPERTY MANAGEMENT OC, LLC; AND COH HOLDCO, INC. ("HOLDCO"), THE PARENT OF CANCER TREATMENT CENTERS OF AMERICA ENTITIES ("CTCA ENTITIES") (COLLECTIVELY, THE "AFFILIATED GROUP"). THESE ENTITIES REPRESENT THE CONSOLIDATED CITY OF HOPE ORGANIZATION (COLLECTIVELY REFERRED TO AS "CITY OF HOPE")). CITY OF HOPE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. CITY OF HOPE, THE CENTER, THE FOUNDATION, AND THE INSTITUTE ARE EXEMPT FROM CALIFORNIA STATE FRANCHISE AND INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ASC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE CONTAINED IN ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES ACCRUED AS OF SEPTEMBER 30, 2025 OR 2024.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
VINCENT D JENSEN
DIRECTOR/COHMF CHIEF EXECUTIVE$390,783$390,786$172,803$172,802$29,071$29,070$41,921$41,921$12,396$12,397$646,974$646,976$26,570$26,570
EDWARD S KIM
DIRECTOR, SYSTEM CLIN TRIALS$0$1,099,617$0$440,111$0$85,131$0$74,297$0$37,397$0$1,736,553$0$53,129
VIJAY TRISAL MD
SYSTEM CHIEF CLINICAL OFFICER$26,995$791,047$12,625$369,939$1,907$55,892$3,081$90,285$1,259$36,889$45,867$1,344,052$1,833$53,704
MARK HULSE
FORMER CHIEF DIGITAL OFFICER$33,299$133,193$15,000$60,000$11,243$44,973$2,012$8,048$1,076$4,303$62,630$250,517$24,005$96,019
JENNIFER PARKHURST
FORMER OFFICER$44,218$176,871$30,000$120,000$168,181$672,725$3,228$12,912$4,377$17,509$250,004$1,000,017$15,526$62,103
JO ANN ESCASA-HAIGH
ASSISTANT TREASURER/CHIEF BUSINESS OFFICER$235,344$941,376$159,226$636,903$3,460$13,840$46,552$186,207$4,958$19,834$449,540$1,798,160$0$0
DONALD J MATTHEWSON
ASSISTANT TREASURER/VP, TREASURY & FINANCIAL STRATEGY$93,398$373,592$24,060$96,240$6,327$25,308$5,121$20,484$2,918$11,672$131,824$527,296$0$0
CRISTIN OCALLAHAN
SECRETARY/GENERAL COUNSEL$116,400$611,096$93,225$489,434$7,183$37,713$34,583$181,561$5,571$29,248$256,962$1,349,052$20,996$110,228
YVETTE TREMONTI
TREASURER/CHIEF FINANCIAL OFFICER$79,463$417,185$57,374$301,210$1,426$7,486$11,102$58,284$2,984$15,670$152,349$799,835$0$0
DEBRA F FIELDS
EXEC VP & CHIEF TRANSFORMATION OFC$206,881$827,526$163,120$652,480$16,637$66,548$50,425$201,699$8,641$34,564$445,704$1,782,817$42,284$169,136
KEVIN MANEMANN
EVP & CHIEF INTEGRATION OFFCR$250,999$752,998$195,165$585,495$1,346$4,036$47,517$142,551$9,255$27,766$504,282$1,512,846$0$0
SIMON NAZARIAN
CHIEF DIGITAL OFFICER$58,834$235,338$120,000$480,000$542$2,166$6,458$25,834$1,327$5,309$187,161$748,647$0$0
ROBERT W STONE
PRESIDENT & CEO$145,402$2,024,773$248,748$3,463,902$13,589$189,236$67,360$938,015$1,664$23,171$476,763$6,639,097$48,308$672,707
HARLAN ALCON LEVINE
PRES, HLTH INNOVATION & POLICY$205,521$917,545$178,207$795,600$19,819$88,483$48,838$218,038$4,537$20,257$456,922$2,039,923$42,919$191,608
KRISTIN BERTELL
CHIEF PHILANTHROPY OFFICER$25,161$737,308$18,701$547,998$1,709$50,071$6,642$194,627$1,294$37,913$53,507$1,567,917$5,057$148,178
LLOYD SILBERSTEIN
SVP, CHF CONST & PLANNING$188,487$565,461$92,333$276,999$72,599$217,797$20,595$61,785$3,925$11,775$377,939$1,133,817$4,236$12,708
MARCELLUS R VAN DEN BRINK MD PHD
COHNMC PRESIDENT & CHF PHYS EXEC$104,903$1,393,711$44,866$596,074$4,233$56,245$24,281$322,589$1,618$21,494$179,901$2,390,113$0$0
ANNETTE M WALKER
PRESIDENT OF COH OC CANCER CTR$98,289$884,612$78,993$710,933$10,143$91,283$25,794$232,147$1,778$16,005$214,997$1,934,980$20,511$184,598

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVELMEDICAL FOUNDATION PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANCITY OF HOPE HAS A NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B) (III). PRIOR TO VESTING, THE ANNUAL CONTRIBUTION AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING CALENDAR YEAR 2024, NO INDIVIDUALS WITHDREW AMOUNTS TO COVER SUCH TAXES.
SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTSMEDICAL FOUNDATION'S EXECUTIVES AND CERTAIN KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO ORGANIZATIONAL KEY PERFORMANCE INDICATORS AND INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY PERFORMANCE INDICATORS ARE WEIGHTED BASED ON THE PARTICIPANT'S PRIMARY AREA(S) OF RESPONSIBILITY, WITH ORGANIZATIONAL KEY PERFORMANCE INDICATORS WEIGHTED FROM 70 PERCENT TO 90 PERCENT, AND THE INDIVIDUAL OBJECTIVES WEIGHTED FROM 10 PERCENT TO 30 PERCENT. THE AIP IS UNDER THE CONTROL OF, AND ADMINISTERED BY, THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY, IN ITS DISCRETION, CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THE FOLLOWING CIRCUMSTANCES (CANCELLATION POLICY): A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OF MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2024 WAS PAID IN CALENDAR YEAR 2024 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). MEDICAL FOUNDATION ALSO HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN EXECUTIVES THAT IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 10) RAN FROM OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 11 RUNS FROM OCTOBER 1, 2022 THROUGH SEPTEMBER 30, 2025). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE PLAN DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2024, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI PLAN IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED PREVIOUSLY. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED A PAYOUT OF PLAN CYCLE 10 LTI INCENTIVES (OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024) IN DECEMBER 2024. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II).

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1 ORGANIZATION'S MISSIONCITY OF HOPE'S MISSION IS TO PROVIDE MEDICAL CARE AND TREATMENT AS PART OF A COORDINATED HEALTH CARE DELIVERY SYSTEM IN SOUTHERN CALIFORNIA. CITY OF HOPE MEDICAL FOUNDATION (MEDICAL FOUNDATION) PROVIDES THESE SERVICES FOR TREATING, ATTEMPTING TO CURE, AND CURING PERSONS WITH CANCER, DIABETES AND OTHER LIFE-THREATENING DISEASES. MEDICAL FOUNDATION PROVIDES THESE SERVICES TO CERTAIN PATIENTS THROUGH CHARITY CARE ASSISTANCE FOR PATIENTS MEETING CERTAIN FINANCIAL ELIGIBILITY AND CLINICAL CRITERIA AND TO PERSONS WITHOUT INSURANCE OR WHO ARE UNDERINSURED. ALL SELF-PAY, UNDERINSURED, AND UNINSURED PATIENTS WHO DO NOT QUALIFY FOR CHARITY CARE UNDER MEDICAL FOUNDATION'S CHARITY CARE PROGRAM ARE OFFERED SERVICES THROUGH MEDICAL FOUNDATION AT DISCOUNTED CHARGES. THE DISCOUNT IS BASED ON A SET OF SPECIFIC QUALIFICATIONS, REGARDLESS OF THE SERVICES PROVIDED OR THE SETTING WHERE RENDERED TO THE RESPECTIVE PATIENT. MEDICAL FOUNDATION SUBSIDIZES CARE FOR PATIENTS COVERED BY MEDI-CAL AND MEDICARE. MEDICAL FOUNDATION WAS ALSO FORMED TO CONDUCT OR PARTICIPATE IN MEDICAL AND SCIENTIFIC INVESTIGATIONS AND RESEARCH INTO SUCH DISEASES; AND TO PROMOTE AND CARRY ON EDUCATIONAL ACTIVITIES RELATED TO THE HEALTH AND WELLBEING OF THE SICK AND DISABLED. MEDICAL FOUNDATION IS PART OF AN INTEGRATED SYSTEM THAT COMBINES BENCH AND CLINICAL RESEARCH ACTIVITIES DIRECTLY WITH PATIENT CARE, IN BOTH IN-PATIENT AND OUT-PATIENT SETTINGS. THIS INTEGRATED SYSTEM, KNOWN AS CITY OF HOPE, COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER (MEDICAL CENTER), MEDICAL FOUNDATION, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (BECKMAN RESEARCH INSTITUTE), THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, ACCESSHOPE, LLC, COH HOLDCO, INC., WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX), SOUTHEASTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE ATLANTA), AND MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO).
FORM 990, PART V, LINE 2A COMMON PAYMASTER ARRANGEMENTMOST OF CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES, AS WELL AS A FEW OF ITS HIGHEST COMPENSATED EMPLOYEES, PROVIDE SERVICES TO MORE THAN ONE CITY OF HOPE ENTITY, AND MANY OF THEM PROVIDE SERVICES TO ALL OF THE ENTITIES. FOR A NUMBER OF THESE CONCURRENTLY EMPLOYED INDIVIDUALS, THE ENTITIES HAVE DESIGNATED MEDICAL CENTER AS A "COMMON PAYMASTER" DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME, EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF CITY OF HOPE ENTITIES BASED ON THE INDIVIDUAL'S ESTIMATE OF THEIR TIME SPENT IN AND FOR EACH ENTITY. AS "COMMON PAYMASTER", MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE COMBINED PAYCHECK AND ONE FORM W-2.
FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONSRAVI SALGIA, M.D., RANDY TAPLITZ, M.D., AND MARY CIANFROCCA, D.O. - BUSINESS RELATIONSHIP
FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERSCITY OF HOPE (FEIN: 95-3435919) IS THE SOLE CORPORATE MEMBER OF THE MEDICAL FOUNDATION.
FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODYCITY OF HOPE, AS THE SOLE CORPORATE MEMBER OF MEDICAL FOUNDATION, HAS THE POWER TO APPOINT INDIVIDUALS TO THE BOARD OF DIRECTORS OF MEDICAL FOUNDATION IN ACCORDANCE WITH THE PROCEDURES SET FORTH IN MEDICAL FOUNDATION'S BYLAWS. ADDITIONALLY, CITY OF HOPE MEDICAL GROUP, INC., (MEDICAL GROUP) AN UNRELATED, FOR-PROFIT CORPORATION, HAS THE ABILITY TO NOMINATE AND APPOINT PHYSICIAN MEMBERS TO THE BOARD OF DIRECTORS. THE PRESIDENT OF THE MEDICAL GROUP SERVES EX-OFFICIO AS A VOTING MEMBER OF THE BOARD OF DIRECTORS, AND THE TWO OTHER PHYSICIAN MEMBERS APPOINTED BY MEDICAL GROUP MUST EITHER MEET CERTAIN CRITERIA AS SPECIFIED IN THE BYLAWS OF MEDICAL FOUNDATION OR HAVE BEEN APPROVED BY THE SOLE CORPORATE MEMBER, CITY OF HOPE.
FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERSCERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF MEDICAL FOUNDATION, INCLUDING: BORROWING MONEY IN THE NAME OF MEDICAL FOUNDATION OR UTILIZING PROPERTY OWNED BY MEDICAL FOUNDATION AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO MEDICAL FOUNDATION EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF MEDICAL FOUNDATION; MAKE, EXECUTE OR DELIVER ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR ANY BOND, CONFESSION OF JUDGMENT, CHATTEL MORTGAGE, SECURITY AGREEMENT DEED, GUARANTY, INDEMNITY BOND, SURETY BOND, OR CONTRACT TO SELL OR BILL OF SALE OF THE PROPERTY OF MEDICAL FOUNDATION; ACQUIRE, PURCHASE, DEVELOP, IMPROVE, SELL, LEASE, OR MORTGAGE ANY CORPORATE REAL ESTATE OR ANY INTEREST THEREIN OR ENTER INTO ANY CONTRACT FOR ANY SUCH PURPOSES; MAKE ANY LOAN, INVESTMENT, TRANSFER OR DISPOSITION OF ANY ASSETS OF MEDICAL FOUNDATION OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES BEHALF OF MEDICAL FOUNDATION OTHER THAN FOR FAIR CONSIDERATION AND THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY OPERATIONS OR ESTABLISH CAPITAL AND OPERATING BUDGETS OR ADOPT MATERIAL CHANGES THERETO; OR ANY ACTION THAT COULD REASONABLY BE EXPECTED TO HAVE A MATERIAL ADVERSE EFFECT ON THE 501(C)(3) STATUS OF TAX-EXEMPT BONDS OF CITY OF HOPE. THE FOLLOWING ACTIONS REQUIRE GOVERNING BODY APPROVAL (AS WELL AS THE APPROVAL OF THE SOLE CORPORATE MEMBER): THE ADOPTION OF, OR MATERIAL CHANGE IN, THE MISSION OF MEDICAL FOUNDATION; SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS; MERGER AND ITS PRINCIPAL TERMS (AND ANY AMENDMENT TO THOSE TERMS); DISSOLUTION OF THE CORPORATION; ADOPTION OF OPERATING AND CAPITAL BUDGETS; ACQUISITIONS AND CAPITAL EXPENDITURES MEETING A CERTAIN FINANCIAL THRESHOLD; BORROWINGS, GUARANTIES, LOAN, AND BOND ISSUANCE MEETING A CERTAIN FINANCIAL THRESHOLD; CREATION OF A NEW (OR ACQUISITION OF A CONTROLLING INTEREST IN AN EXISTING) CORPORATION, PARTNERSHIP OR LIMITED LIABILITY COMPANY; AND ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES.
FORM 990, PART VI, LINE 8B DOCUMENTATION OF MEETINGS HELD BY COMMITTEES OF GOVERNING BODYTHE MEDICAL FOUNDATION HAD NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODYA COPY OF THE FORM 990 IS REVIEWED BY THE RISK, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF MEDICAL FOUNDATION. THE FORM 990 INFORMATION IS COMPILED BY THE TAX TEAM AND PROVIDED TO EY, AN EXTERNAL ACCOUNTING FIRM, FOR THE PREPARATION OF FORM 990, WHICH IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND EXTERNAL PARTICIPANTS, INCLUDING EY. PRIOR TO FILING, THE MEDICAL FOUNDATION FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW.
FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICYALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS MEMBERS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEW OF CONFLICT DISCLOSURES ARE MADE BY THE GENERAL COUNSEL AND CHIEF ETHICS AND COMPLIANCE OFFICER AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CLASSIFICATION OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS, AND MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION-MAKING PROCESS RELATING TO BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. AS PART OF A CONFLICT MANAGEMENT PLAN, MONITORING TRANSACTIONS FOR CONFLICTS OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES AGAINST TRANSACTIONS. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS.
FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIALTHE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE MEDICAL FOUNDATION BOARD OF DIRECTORS, IS RESPONSIBLE FOR APPROVING COMPENSATION OF THE TOP MANAGEMENT OFFICIAL WHERE THE PROPOSED COMPENSATION EXCEEDS CERTAIN THRESHOLDS ESTABLISHED BY THE COMMITTEE. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE CASH COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTOR'S OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS ON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR THE TOP MANAGEMENT OFFICIAL IN DECEMBER WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE.
FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEESTHE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE") PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE MEDICAL FOUNDATION BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF, OR ESTABLISHING COMPENSATION LEVELS FOR TOTAL COMPENSATION CONSISTENT WITH CITY OF HOPE'S COMPENSATION PHILOSOPHY, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE CASH COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTOR'S OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS ON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS IN DECEMBER TO SET COMPENSATION LEVELS, OR WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE, COMPENSATION FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL.
FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLICMEDICAL FOUNDATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FROM THE SECRETARY OF STATE. CITY OF HOPE'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER. MEDICAL FOUNDATION'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, SECTION B, LINE 1, COLUMN (C) COMPENSATION PAID TO INDEPENDENT CONTRACTORSIT IS POSSIBLE THAT A PORTION OF THE AMOUNTS REPORTED FOR CONSTRUCTION SERVICES INCLUDE REIMBURSEMENT FOR EXPENSES, IN ADDITION TO AMOUNTS PAID FOR SERVICES. HOWEVER, THE AMOUNTS ARE NOT DISTINGUISHABLE FROM ONE ANOTHER.
FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) AVERAGE HOURS PER WEEK DEVOTEDFULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED IN PART VII BY AN ESTIMATE OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE HOURS DEVOTED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS OF MEDICAL FOUNDATION HELD FOUR REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2025. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD FIVE REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2025.
FORM 990, PART IX, LINE 11G OTHER FEESPURCHASED SERVICES - TOTAL EXPENSE: XXX-XX-XXXX, PROGRAM SERVICE EXPENSE: XXX-XX-XXXX, MANAGEMENT AND GENERAL EXPENSES: 97124782, FUNDRAISING EXPENSES: ; CONSULTING & MANAGEMENT FEES - TOTAL EXPENSE: 25814594, PROGRAM SERVICE EXPENSE: 19536690, MANAGEMENT AND GENERAL EXPENSES: 6277904, FUNDRAISING EXPENSES: ; REGISTRY & STAFFING FEES - TOTAL EXPENSE: 2351447, PROGRAM SERVICE EXPENSE: 1779594, MANAGEMENT AND GENERAL EXPENSES: 571853, FUNDRAISING EXPENSES: ;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE
1450 EAST DUARTE ROADDUARTECA91010953432210RESEARCHCA501(C)(3)4CITY OF HOPEYes (true)
CITY OF HOPE
1500 EAST DUARTE ROADDUARTECA91010953435919FUNDRAISINGCA501(C)(3)7NAfalse
CITY OF HOPE NATIONAL MEDICAL CENTER
1500 EAST DUARTE ROADDUARTECA91010951683875HOSPITALCA501(C)(3)3CITY OF HOPEYes (true)
COH HOLDCO INC
1500 EAST DUARTE ROADDUARTECA91010873651176SUPPORTDE501(C)(3)TYPE III-FICITY OF HOPEYes (true)
MIDWESTERN REGIONAL MEDICAL CENTER INC
1500 EAST DUARTE ROADDUARTECA91010362510771HOSPITALIL501(C)(3)3COH HOLDCO INCYes (true)
SOUTHEASTERN REGIONAL MEDICAL CENTER INC
1500 EAST DUARTE ROADDUARTECA91010264572436HOSPITALGA501(C)(3)3COH HOLDCO INCYes (true)
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
445 N 5TH STREET SUITE 600PHOENIXAZ85004753065445RESEARCHAZ501(C)(3)7CITY OF HOPEYes (true)
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION
445 N 5TH STREET SUITE 120PHOENIXAZ85004331092191FUNDRAISINGAZ501(C)(3)7TGENYes (true)
WESTERN REGIONAL MEDICAL CENTER INC
1500 EAST DUARTE ROADDUARTECA91010320197974HOSPITALAZ501(C)(3)3COH HOLDCO INCYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SOUTHERN CALIFORNIA RADIATION ONCOLOGY LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
EIN364887584EIN
Primary ActivitiesRADIATION ONCOLOGYPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1COHMFBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeRELATEDPredominantIncomeTypeTxt
Share Of Total Income-$1,068,836ShareOfTotalIncomeAmt
Share Of EOY Assets$54,238,715ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership0.501OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ACCESSHOPE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
EIN842818450EIN
Primary ActivitiesONCOLOGY SUPPORTPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CORPORATIONEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CITY OF HOPE NATIONAL MEDICAL CENTER
C$8,000,000BOOK
CITY OF HOPE NATIONAL MEDICAL CENTER
L$47,925,500BOOK
CITY OF HOPE NATIONAL MEDICAL CENTER
M$23,272,225BOOK
CITY OF HOPE NATIONAL MEDICAL CENTER
O$19,893,600BOOK
CITY OF HOPE NATIONAL MEDICAL CENTER
P$22,552,257BOOK
CITY OF HOPE NATIONAL MEDICAL CENTER
Q$134,578,035BOOK
SOUTHERN CALIFORNIA RADIATION ONCOLOGY LLC
M$24,066,380BOOK
BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE
O$142,364BOOK

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